Our Core Values

Our core values define how we treat each other, our clients and all the people we come into contact with on a day to day basis. They are embedded in the way we operate and in the values we create for our clients. We believe they are a key part of our success – not just as a business, but in terms of the impact our work has on others. These values also underpin our commitment to abide by The Chartered Insurance Institute’s Code of Ethics.

We will always aim to uphold the highest personal and professional standards by adhering to the following principles:

  1. Respect & Listen. We must be respectful to others by listening and communicating directly and openly. We value diversity amongst people, ideas and points of view.
  2. Honesty & Integrity. We must act honestly and with integrity when dealing with clients. We aim to inform clients of their options in an open and honest manner, helping them to choose the best course of action. We only make recommendations that are suitable and appropriate, putting the interests of the client first.
  3. Simplicity & Clarity. We will always observe applicable law, regulations and professional conduct standards when carrying out financial services activities. We must aim for simplicity by avoiding the use of jargon and present clients’ options in a clear and concise manner, allowing them to make informed choices. We want clients to easily understand our recommendations and why they have been made.
  4. Fairness & Good Value: Clients should always feel their financial planning is handled sensitively and fairly. We want them to feel secure in the advice given and be able to talk to us if they do not think their expectations are being met for whatever reason. In return, we will always be fair in our dealings with clients to ensure they receive good value for the services that they pay for.
  5. Knowledge & Excellence: We will attain and actively manage a high level of professional competence and commit to continued learning to ensure the continuation of our knowledge, skills and expertise. We challenge ourselves to consistently deliver the highest quality of service to our clients. We seek the best talent and promote personal and professional development.